Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacobs is a financial advisor with over 23 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since 2001. Previously, Michael worked at Atlas Securities, LLC and Edward Jones. Michael is licensed to provide investment advice in Colorado, Illinois, and Texas. He is a Series 63 and 65 licensed advisor, as well as a Series 7 and SIE licensed broker. Michael is also a registered representative for Wells Fargo Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/11/2017 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
12/05/2005 - 02/01/2007
ATLAS SECURITIES, LLC (LONGMONT CO)
MO
02/26/2001 - 09/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
01/12/1999 - 02/26/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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